Coppell Advisory Solutions LLC Purchases 39,376 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Coppell Advisory Solutions LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 378.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 49,769 shares of the company’s stock after purchasing an additional 39,376 shares during the quarter. Coppell Advisory Solutions LLC owned about 0.09% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,113,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Envestnet Asset Management Inc. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock valued at $160,517,000 after buying an additional 324,692 shares during the last quarter. Forvis Mazars Wealth Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% in the second quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock valued at $135,397,000 after acquiring an additional 268,943 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after acquiring an additional 373,033 shares during the period. Bank of America Corp DE grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% in the second quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after acquiring an additional 334,184 shares during the last quarter. Finally, Raymond James Financial Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% during the second quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after acquiring an additional 140,094 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $66.27 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $66.73. The company has a fifty day moving average price of $65.51 and a 200 day moving average price of $64.12. The stock has a market cap of $3.61 billion, a P/E ratio of 25.99 and a beta of 0.58.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential.